Member Spotlight: Liz Wilson of NTC Sponsor Monarch Advisory Group Gets Engaged!

 

Congratulations to NTC board member Liz Wilson of Monarch Advisory Group who was proposed to by Bob Albritton while attending a concert at the Ryman. She said yes!

Just how did NTC sponsor Monarch Advisory Group get their name? The story below, which can be found on their website monarchadvisorygroup.com, gives us a look inside their core values and commitment to Monarch clients.

“Each fall, Monarch butterflies in Maine begin an unbelievable journey to a hilltop in Mexico. How do they make this seemingly impossible journey? They focus on the goal, not the difficulties. Each day they take their bearings and set off, trusting their instincts and desire to steer them. They accept what comes; some winds blow them off course, while others speed them along. They keep flying until, one day, they arrive.

And so it is with financial planning and investment management.  Each client has their own goals, as well as their own unique opportunities and challenges.  If it were easy to reach financial goals, everyone would do it. That is often not the case because like the Monarch butterfly, unforeseen challenges arise that can derail a financial plan if not handled properly. Likewise, unexpected opportunities, when captured, can ease the way toward reaching the goal.

This is the essence of what we do:  guide and steer clients through both strong headwinds and strong tailwinds, keeping them focused on the goal to deliver results. Successfully completing the journey.”

For additional information regarding Monarch Advisory Group, LLC visit their website, here.

You can read Liz’s latest Monarch blog post, “Are you ISavvy?” by clicking this link.